Private Mentorship
An intimate mentorship for established women and their families who have mastered how to create riches and want to translate that into real, lasting wealth.
Financial Coaching for Women Who Are Earning Well But Building Wealth Slowly
You're a high earner. You've Googled financial advice, saved when you could, maybe even tried a budget (twice). But you're still not seeing the wealth-building results you should have.
That's because most financial education and advice ignores the real issue: your relationship with money. You need a coach who understands both the psychology AND the mechanics of wealth, someone who'll teach you actual investing strategies, not just budgeting tips.
We're not shooting for a quick fix, we're working toward behavioral changes that will last your lifetime. With you resides not only the power to change the trajectory of your life by understanding this but for all future generations.
A private mentorship is for you if:
- You're a high earner but you have nothing to show for it. Every year your salary increases but your net worth stays stagnant.
- You hate budgets. Every time you've tried to track your spending, it feels like a punishment. You don't want a cage, you want a strategy.
- You've done the work to get to where you are within your career and now want to understand how to make the riches mean more than a new handbag.
- You've mastered your professional life and want the roadmap to do the same in your financial life.
- You know you should be investing but where to even start? The world of stocks, IRAs, and portfolios feels designed to confuse you.
If you nodded at least once to any of these, you're in the right place. This is exactly what I built my practice to solve.
I'm not here to hold your hand, I'm here to clear your path.
I've sat where you're sitting. I thought being good with money just meant saving and climbing the corporate ladder and I was wrong. It wasn't until I discovered investing that everything changed for me and my family.
Now I help people do what I did: heal their relationship with money, build a system that works, and start growing real wealth, without needing a finance degree.
You're too powerful to be broke. Let's fix that.
Apply To Work Together
Here is exactly how we work together
The Rooted Wealth Building System is modeled after how a tree grows. The tree grows deep before it grows tall then it grows wide so it can hold the height without collapsing. Making money is one thing but holding that money and translating it into wealth is completely different. We are building strong roots first that will allow you to hold and grow what you are making into wealth. And this is exactly the work we dive into in my program.
Phase one is all about establishing your baseline. Where are you today financially, what are your goals, and how do you operate as an individual. We will complete an account and life audit during this phase. It's not just aligning your goals to your financial plan but also assessing were your financial and energetic leaks are and making sure that get rid of those too. Prior to our first call you will have a human design review completed and I will map our your astrology. Both of which are tools that we will leverage to understand the operating system that you are running on today.
Phase 2 we focus on your numbers. We'll do the traditional things like set up your automated budget so you have transparency into your numbers. But we're going to take this a step farther and figure out your net worth. Too many times in our financial lives has guilt been used to manipulate our decision making. It has no place in my practice. Net worth is what we use as our key benchmark to understand if we're successfully managing money, not how much you spent on lattes last month. We'll consolidate your accounts, do a review of what you have and review your income streams.
The third phase is focused on where you're trying to go and how you're getting there. We'll get crystal clear on your financial goals like what you need for retirement. And based off of the investor type that you want to be I'll educate you on how you can get their. From understanding what you are invested in today, what accounts you can leverage to reach your goals, and learning about different investors I will teach you how to leverage AI to act in the mind of a financial advisor to help keep you on track after our time together.
Money Mindset Coaching
Money mindset is changing the relationship you have with money to support the current chapter you're in. Just like you need to updated your phone to be on the newest IOS version for the best performance, we have to do this with the old stories in our mind. Our relationship with money is established by the time we turn 6. Which is how we see the same financial stories play out generation after generation. So in this part of my practice we work to rewire your brain with practices back in neuroscience. And instead of continuing to keep the stories given to you, we will rewrite your relationship to match the current chapter of your life. This moves you from the passenger seat of your financial life into the driver's seat.
Financial Transparency & Budgeting Systems
Transparency is all about knowing your numbers and getting clear with yourself (and your partner) of where you want to go. Traditionally this is budgeting. Budgeting often leaves people feeling trapped and restricted. By using Net Worth as our baseline we will establish a curated strategy to translate the money you're making into wealth that works alongside you. It's not about the matcha lattes or what your Range Rover's monthly payment is, it's about alignment. You will be introduced to and understand how to assess opportunity cost so year over year you are building the type of wealth that can be passed down.
Investment Strategy & Wealth Building
Now that your foundation is solid, we build your wealth. You'll learn how to think like an investor not just how the stock market works, but how to build a portfolio aligned to your goals, and how to make decisions with confidence. You possess key skill and have a zone of genius that you've been using you're entire life. I'm going to show you how to translate that into the world of investing. Not financial advice, this is the blueprint I used to build my own 7-figure portfolio, taught in plain English.
Financial Independence
The entire financial industry is set up to keep you dependent. Nicole's main goal is that when you leave this program you have financial independence. What this means is:
- You can hear about an investment opportunity and vet if it's the right fit for you and your family.
- You have the system in place that will insure that not only are you paying yourself first but if a major life transition occurs (like having a kid, a medical issue, or wanting to switch careers) you're wealth creation doesn't get forgotten about.
- You will no longer make financial decisions based off your friends and family but based off of what you know is in alignment with the life you're trying to create.
- You're no longer just hoping that things work out financially but can go to sleep knowing exactly what you're building toward.
You will also get proximity to Nicole's network of healers, advisors, attorneys, and professionals that will elevate your entire life. This mentorship is your time to dedicate to understanding the lose ends of your financial life and executing the outstanding to dos so it's finally checked off.
The Investment
$5,000 paid up front or in monthly installments over the 3 month period.
Ready to stop stressing and start building?
Let's map out your path forward.
Apply To Work Together Here